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Technology Stocks : Hewlett-Packard (HPQ)

HPQ 24.44

-1.6%

Dec 17 3:59 PM EST

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To: Elroy who wrote (133)	5/7/2002 6:00:19 PM
From: PCSS	Read Replies (1) of 4345

<How can you not like Dell the stock, > Wall Street becomes entranced with certain stocks -- over the past few years DELL & EMC have been 2 of them -- their (WS) feelings have let them overlook key issues, time and again -- EMC is having its come-uppance now. DELL having gone through stock drops over the past 2 years (as evidenced by their 1.2bil put/call loss) will eventually: (1) find their model less rewarding, and (2) find their myopic gain-mkt-share focus limiting. DELL has to expand beyond its current model - once it does (1) it will be out of its element, and (2) will have to deal with integration aspects re: the companies it buys, and (3) ALL its comfortability & WS enomorance will be gone, and (4) it will be 2-3+ years behind HPQ. HPQ is merging/evolving itself into a new-profitable-appropriate-technology IT Solutions Provider - a model for SUCCESS - and one that's NOT far from paying off BIGtime. JMHO

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